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Mapping Templates – Getting Started

Please watch this video for a live demonstration of how to create a mapping template from scratch. 

All mapping templates must start with a Constituent mapping. All other areas will remain greyed out until this has been mapped.

 To create a Constituent mapping, select ‘add new mapping’ and choose between, individual, organisation or combined.  For more information regarding a combined file, see this Knowledgebase article. You can only create one Constituent mapping on this screen. When it has been successfully mapped, it will be greyed out and then other areas will become available to be mapped (such as the Constituent Attribute mappings, Constituent Code mappings, etc.).

You will be able to map your fields on a mapping grid like the one below.

You can see the Raiser’s Edge fields on the left and the two right hand columns allow you to select either

  • A ‘source field’ from the dropdown (option to select from the fields available in your source data)
  • A default value (option to assign the same value to all records using a value appropriate for this particular field in the Raiser’s Edge)

A few things to note:

  • Versions prior to 5.3 included functionality that matched any field names that are identical to the Raiser’s Edge field. This was removed in version 5.3 to avoid potentially incorrect mappings.
  • Fields indicated as Required in the far left column (with the green circle containing a white check) must be mapped, meaning that you must choose either a Source Field or a Default Value. Some required fields are universal to all RE users and others have been set as required by your organisation.
  • You cannot select both a Source Field and a Default Value for the same field in the same mapping.